SurveyMonkey for Salesforce
Our Salesforce integration lets you send your SurveyMonkey data to Salesforce. You can create triggered workflows, like triggering a feedback survey when a case is closed and report on the data in Salesforce, or use a survey to generate leads or update contact information.
Jump to...
- Connecting the Integration
- Feature Overview and Glossary
- Sync to SurveyMonkey's Response Object
- Mapping Actions
- Query Mappings
- Field Mapping
- Hidden Mapping
- Deployment Options
- Managing Connected Surveys
Connecting the Integration |
Connecting to Salesforce is a quick process that your customer success manager will take you through. You can also connect to a Sandbox instance. If you're installing packages for SurveyMonkey's custom response object, the Salesforce account you connect to needs permission to access Leads, Contact, Opportunity, Case, and Account objects. Connecting a SurveyIf you’re connecting a survey that’s already collected responses, those responses you collected before you set up the integration won’t populate in Salesforce. But all the responses you collect before and after you set up the integration are recorded in the Analyze Results section of SurveyMonkey. To connect a survey to Salesforce:
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Feature Overview and Glossary | |||||||||||||||||||||||||||
You’ll work one-on-one with your customer success manager to understand your specific use case and connect your account, and after everything’s set up, we’ll be around to make sure your data is syncing successfully and meeting your needs. Here’s a high-level overview of which integration features you’ll need for different use cases. If your use case is a bit different, don’t worry! Your dedicated customer success manager can help you figure out what you need.
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Sync to SurveyMonkey's Response Object | ||||||
After you select a survey to connect, you’ll see two sync options.
With either setting, if a question is not answered, no object is created for it. For Matrix questions, a new object is created for each row that’s answered. If you only need to use survey fields to create or update fields on an existing Salesforce object, you don't need to use either of these options. Survey response data will always be available in SurveyMonkey, where you can use our Analyze features, create custom reports, and export it in various formats. If you want to use these options, make sure to select them before you begin any mapping.
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Mapping Actions | ||||||||
If you're creating or updating existing objects in Salesforce, or you want to associate the SurveyMonkey custom response object with another object in Salesforce, you'll need to select a Mapping Action. If you're only using the integration to create a custom SurveyMonkey object for your responses in Salesforce, you don't need to select a mapping action.
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Query Mappings |
Query Mappings tell the integration how to find existing objects. You'll use this if you've selected a mapping action that involves updating objects. If you’re sending your survey via Salesforce or SurveyMonkey...If you're using Salesforce or SurveyMonkey to send out your survey, keep the Survey Field, New Custom Variable mapped to the Object's id. This creates a custom variable for your survey and gives it Salesforce's naming convention. Then, when the integration creates your survey's Web Link or Email Invitation Collector trigger link, it’ll contain information needed to link your responses to your objects. If you’re sending your survey another way...If you're distributing your survey another way, like in a custom web page you've built, you'll need to map a survey field to another field in Salesforce that'll let the integration look up your object by that field to figure out which one to update. For example, if you want to use an email address, select the SurveyMonkey question that collects an email address and map it to the Salesforce object field that stores it. Whatever you choose should be unique, if you have multiple leads with the same email address, you can to map a second value to look leads up by. This way you can create a unique combination. Add more mappings to your lookup by clicking Add Field Mapping. If the integration comes up with more than one lead that matches your Query Mapping criteria, it'll log it in your Error Log. |
Field Mapping |
Field mapping lets the integration use survey response fields to write to object fields. The Field Mappings table lets you map how the integration will sync the answers or metadata from your survey to object fields in Salesforce. You can map each response field to one or more objects in Salesforce. When you're mapping fields, remember the following:
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Hidden Mapping |
Hidden mappings pass static values to an object's field each time a survey response comes in. For example, send a value describing or coding your survey's audience to a field on a contact object. |
Deployment Options |
We offer two ways to send your survey. You can send your survey to respondents using a Web Link that you paste into a Salesforce-distributed email. Or send up to 20,000 emails per day through SurveyMonkey's email system using an Email Invitation. Web LinkThe Salesforce Web Link collector has the pretty much the same behavior and settings as SurveyMonkey's normal Web Link. However, the Salesforce Web Link contains special code on the end of it that links your survey response to the Salesforce objects you've mapped it to. https://www.surveymonkey.com/r/ABCDABCD?sf_Contact_Id={!Contact.Id}
When you email your survey through Salesforce, the code after the ? in the above link tells Salesforce to look up the contact up by their unique id. Each time the survey is sent, Salesforce replaces {!Contact.Id} with the actual ID associated with that contact. Don't remove or alter this link when pasting it into your Salesforce email template, even if you are embedding it in an HTML link.
Email InvitationA Salesforce Email Invitation uses SurveyMonkey's mailer to distribute surveys. This method generates a unique callback Trigger URL to use in a Salesforce workflow rule with an outbound email action. Surveymonkey sends an Email Invitation with your survey's link in it each time we receive an outbound message. TIP! If you want to customize the email message, go to the survey in SurveyMonkey, create a regular Email Invitation collector on the survey in SurveyMonkey, and send it to yourself. Then, you can select that message to use as your template when you set up your Deployment Options back in the Salesforce integration.
To generate a Trigger URL for your outbound message action:
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Managing Connected Surveys | ||||||||||||||
You can view and manage your connected surveys from the main page of the integration. They're listed in an easy-to-read table.
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